Today’s guest is Philipp Carlsson-Szlezak, Global Chief Economist at BCG and author Shocks, Crises, and False Alarms: How to Assess True Macroeconomic Risk.
In today’s episode, Philipp starts by sharing his framework to assess macroeconomic risk, emphasizing the importance of adapting to changing global conditions. Then he applies that framework to the worl ... Show More
Today
The Geopolitical Shock Playbook (Mike Wilson, Morgan Stanley) | #623
My guest today is Mike Wilson, Morgan Stanley’s Chief U.S. Equity Strategist and Chief Investment Officer. In today’s episode, Mike Wilson explains how a rolling recession has given way to a staggered recovery, and why he expects leadership to broaden beyond mega-cap stocks into ... Show More
46m 54s
Mar 13
The Tax Alpha Arms Race (w/ Wes Gray & Brent Sullivan) | #622
Today’s guests are Wes Gray, Co-CIO of Alpha Architect, and Brent Sullivan, Editor of Tax Alpha Insider, which is the only publication focused on taxable portfolio strategy. In today’s episode, Brent Sullivan and Wes Gray discuss how to handle concentrated stock positions. They e ... Show More
59m 29s
Apr 2025
Kenneth Rogoff: Tariff Impacts, The Dollar's Future and Global Economic Shifts
What challenges lie ahead for the global economy in an era of rising tariffs and geopolitical tension? In this episode, Nicolai Tangen speaks with Kenneth Rogoff, renowned economist and co-author of the seminal book "This Time Is Different," about the shifting economic landscape. ... Show More
1h 9m
Jan 2025
Ray Dalio | The All-In Interview
(0:00) Ray Dalio joins Friedberg! (0:50) The current US fiscal situation (6:23) Breaking down "The Big Debt Cycle," a potential US debt spiral, and the impact on real wealth (24:54) USD vs other currencies and assets, best hedges against the dollar (33:20) Portfolio construction, ... Show More
1h 16m
Oct 2023
Ray Dalio - Risk, Return, and Asset Allocation
<p>Navigating the complex world of wealth creation and financial history can be daunting. That's why our guest, Ray Dalio, places a strong emphasis on understanding the evolution of wealth, the current economic landscape, and the patterns that govern financial markets.</p> <p> </ ... Show More
59m 46s
Aug 2025
176. Chamath's New SPAC (Detailed Breakdown) Plus Europe’s Yield Curve Warning
Send a textThis week on The Skinny on Wall Street, Kristen and Jen dive into the resurgence of SPACs and yes, Chamath Palihapitiya, the once-dubbed “SPAC King,” is back with a brand-new deal. We unpack what a SPAC really is, why they exploded in 2020, changes in the new structure ... Show More
47m 25s
Jul 2025
GM85: What If the Real Risk Isn’t Recession — But Reinvention? ft. Steven Bell
Steven Bell has seen the macro machine from every angle - Treasury insider, hedge fund manager, and chief economist. In this wide-ranging conversation with Alan Dunne, he traces the quiet erosion of economic orthodoxy and why AI, not tariffs, may prove the more destabilizing forc ... Show More
1h 7m
Oct 2022
Is Credit Suisse the Next Lehman Brothers?
This episode is sponsored by Nexo.io, Circle and FTX US.
After a wild weekend of speculation and discussion, NLW breaks down what’s actually happening with beleaguered Credit Suisse, as well as why the FinTwit doom machine seems so focused on it.
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Nexo Pro allows you to ... Show More
16m 12s
Feb 2025
Ray Dalio on AI, Job Loss & the Future of the Economy | #EP 148
In this episode, Ray and Peter discuss the changing world order, China vs. the USA, and Ray’s thoughts on the future of the US.
Recorded on Feb 3rd, 2025
Views are my own thoughts; not Financial, Medical, or Legal Advice.
Ray Dalio is a renowned investor, hedge fund manager, an ... Show More
1h 46m
Jun 2025
Commodities, tariffs & trade
Paul Bloxham, our Sydney-based Chief Economist for Australia, New Zealand and Global Commodities, drops by the London studio to discuss how tariff uncertainties and global growth worries are affecting commodity prices.For more content from HSBC Global Research, follow us on Linke ... Show More
14m 35s
Apr 2025
Mark Dow: Tariffs, Trade, and Trump - [Making Markets, EP.59]
My guest today for the second time is Mark Dow. Mark is one of my favourite thinkers on Macro, and his experience at the IMF, the US Treasury, and Wall Street gives him a truly unique perspective for the current moment. As we went through one of the biggest market and policy uphe ... Show More
53m 20s